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FTA: Quote a Job
Published October 24th, 2024 by Mendrhub Support Team
Learn how to create a quote for a job in the Field Team App. Steps Select the job you would like to create the quote for, then click on Quote in the bottom quick action menu. Fill in the Cost Quote, including: Service actions to be performed Description of work to be performed Cost Breakdown Parts required Quote Inclusions Quote Exclusions Reatten
Complete your Profile (Service Provider View)
Published November 1st, 2024 by Mendrhub Support Team
Learn how to fill in all of your details in mendrhub as a Service Provider. Page Navigation Home > Profile When you log in, you can check and confirm all these details: Profile Details Team Accreditations Insurance Skills and Rates Coverage Van Stock
Add an Accreditation (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Accreditations are used to recognise that a supplier has met certain standards of quality and performance and are competent in carrying out specific tasks. Page Navigation Home > Configuration > Settings > Risk Mgt: Accreditation Types The mandatory accreditations are set by the service manager and are listed at the top of the page. The
Adding a Bill (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to submit an invoice in mendrhub after closing a job. Page Navigation Home > Billing > Add Bill After closing the job, you need to submit an invoice. You can do this from the Page Navigation mentioned above, or by clicking on Add Bill on the left side of the screen after closing the job. Good to know: if you add the bill dire
Completing a Job in the Tech App
Published November 26th, 2024 by Mendrhub Support Team
Learn how to start a job and close a job in the Tech App. Job Details After logging you will see a list of jobs. You can apply filters or scroll through the list to see your jobs. Click on one of the jobs to view its details. A new page with the job details will open. Key aspects: Job Number Job location Job Type Assigned to: tech who will perf
Set Up your Coverage Area
Published September 4th, 2024 by Mendrhub Support Team
Learn how to add the are you cover as a Service Provider. Page Navigation Home > Servicing > Service Providers > Select Service Provider Add a Coverage Area The Coverage Area is the area that the Service Provider covers and is willing to travel to in order to complete any jobs. The icon represents the Service Provider ‘Base’. Click
Adding Customer Tenancy to the Tech App
Published August 2nd, 2023 by Mendrhub Support Team
To proceed below, you will need to have received a mendrhub invitation from your customers' tenancy and have followed the steps to link your mendrhub accounts. Page Navigation: Tech App Steps: Select the menu icon Go to Settings Select - Sync with Server and wait for it to finish syncing Select - Update core data and wait for it to finish updating
Add Insurance (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Insurance Types refer to the various types of insurance coverage Service Providers should have to protect them from potential risks and liabilities associated with their service activities. Page Navigation Home > Configuration > Settings > Risk Mgt: Insurance Types The mandatory insurances are set by the service manager and are listed at
FTA - Start a Job
Published October 24th, 2024 by Mendrhub Support Team
Learn how to start a selected job from the Field Team App. Pre-Arrival: En Route When you are about to depart for a job, click on En Route on the bottom quick action from the job page. This alerts the service team as well as the client that you are on your way. Confirm your status as 'En Route' and edit the number of minutes you need to arrive on
Quoting Process (Service Provider View)
Published September 6th, 2024 by Mendrhub Support Team
Submit a quote to your customer through the mendrhub portal Page Navigation Home > Servicing > Repairs > Job Number or search for it using the search bar Add a Cost Quote before completing a job On the Job Page, click on Quotes. Fill in the details: Service Action - What the quote is for Callout - if applicable Travel Time/Distance if
Checking your Van Stock (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Find out how to view and conduct a stock take of you van stock as a service provider. Page Navigation Home > Profile > Van Stock On the Van Stock page, you will be able to see the list of all van stock parts you currently have in your possession along with the quantity in stock, on order or reserved for jobs. When physically reviewing your
Starting a Job (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to start a job that is assigned to you in mendrhub. Page Navigation Home > Servicing > Repairs > Select Job Number View all repairs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs only Closed Jobs only All jobs You can a
Closing a Job (Service Provider View)
Published September 10th, 2024 by Mendrhub Support Team
Learn how to close a job in mendrhub as a Service Provider. Page Navigation Home > Servicing > Repairs > Select Job Number View all Jobs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs only Closed Jobs only All jobs You can also c
Setting Up Skills & Rates (Service Provider View)
Published September 6th, 2024 by Mendrhub Support Team
Learn how to add your Skills and Rates as a Tech. Page Navigation Home > Profile > Skills & Rates Add the Skills your company possesses, with the labour rates associated with each. Having the right skills is crucial to receiving work: different types of equipment are tied to different skills, and with the right skills your company will
Adding Team Members (Service Provider view)
Published September 5th, 2024 by Mendrhub Support Team
Learn how to add Service Agents to your team in mendrhub. Page Navigation Home > Profile > Team Please Note: Only a Service Agent Manager will be able to modify their team or import agents from another tenancy. Add a new person to your company profile: Click on Team in the menu bar and click on Add New Service Agent Enter the required
Step by Step Guide - Web Portal (Service Provider view)
Published September 3rd, 2024 by Mendrhub Support Team
Learn how to use the Web Portal as a Tech, from starting a job to sending the bill. Managing a Service Call Page Navigation Home > Servicing > Repairs On the Repairs page, you can see all the jobs that have been created with all their details. A few filters are available for you to see the jobs: Open Jobs only Closed Jobs only All jobs
Quote New Job (Service Provider View)
Published November 8th, 2024 by Mendrhub Support Team
If you have completed the requested work on a current job but additional work is needed for the same asset or another asset on-site, you can choose to Quote New Job. This option lets you finalise and close the current job, submit an invoice for it, and notify your client that further work is recommended. Page Navigation Home > Servicing > Repa
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